Plan5500

Depauw University Retirement Plan — Form 5500 plan (Depauw University)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Depauw University Retirement Plan is a benefit plan reported by Depauw University under EIN 35-0869045 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,682 participants and $234,228,032 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Depauw University
EIN
35-0869045
Plan number
001
Plan type
2
Location
Greencastle, IN
Latest filing year
2023
Participants
1,682
End-of-year plan assets
$234,228,032

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,682H, C20241014074954NAL0025675169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$234,228,032
Total liabilities (EOY)
$0
Net assets (EOY)
$234,228,032
Net assets (BOY)
$214,395,277

Income & contributions

Employer contributions
$2,888,739
Participant contributions
$3,426,029
Total contributions
$6,363,705
Total income / additions
$35,479,789

Expenses & distributions

Benefits paid
$15,485,730
Administrative expenses
$161,304
Total expenses
$15,647,034
Net increase / (decrease)
$19,832,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$77,091$02023
Capfinancial Partners LLCNONE$69,719not reported in the loaded dataset2023
Variable Annuity Life Ins CoCONTRACT ADMINISTRATOR$14,494$02023

Related Form 5500 pages